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Returning Member
posted Jan 25, 2025 5:22:38 PM

Pension Entry

Box 1 1099R of my pension higher than box2a by $120. TT asking info I do not have regarding calculation of such. How can I get past this?

0 2 1033
2 Replies
Level 15
Jan 25, 2025 5:26:33 PM

Do you have an amount in box 5?  My 1099R has the difference in box 5 and it doesn't ask me about it.  

Returning Member
Jan 25, 2025 7:47:26 PM

Yes the difference is listed in Box 5. I have filed this same 1099 for several years with the same numbers. This is the first time this has happened. It wants to know my calculation method for the box 5 number. this money is managed by my employer's choice of financial institutions, not me.